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How do I upload a batch of documents into EQMS? (Right-click menu)

  1. Firstly, you need to find where in the Navigational structure you want to upload the files to. To do this, select EQMS Document Manager from the Module Selector dropdown.

  2. From here click Structure on the Menu Bar.

  3. Click Manage Structure in the side bar.

  4. You will be presented with a similar screen to this:

  5. Click on the arrow head to the left of a Structure Component to expand it.

  6. Right click on the folder/location you want to upload the files to and you will see the right click menu.

  7. Click on New Batch Upload in the menu.

  8. The New Batch Upload screen will now open.

  9. Firstly, select the relevant document type from the Document Type dropdown.

  10. Give a brief description of the documents you want to upload by filling in the Description text box.

  11. Click on the Add File icon.

  12. Select the files you want to upload and click on the Open button.

  13. You will then be presented with a loading screen similar to this:

  14. Click on the Upload button.

  15. On this next screen you will be notified of the number of files failing validation (along with any validation errors). To proceed click on the Next button.

  16. To proceed from this next screen, click on the Next button.  (The programme will now scan for HTML documents.)

  17. The next screen will give you a brief overview of what has been uploaded. To complete the process, click on the Next button.

  18. You may then see the following message. If you want to apply the document’s access restrictions to the component, click on OK, if not, click on Cancel.

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